The feed phosphates industry is caught between conflicting trends currently, according to Alberto Persona of the Fertecon fertilizer team at IHS Markit. While the long-term demand-side fundamentals look broadly stable, there is still likely to be a fight for market share due to competition from substitute products and the emergence of new projects.
With globalisation seemingly in retreat, the protectionist impulse is seeing a rise in barriers to trade, from quotas and tariffs to anti-dumping actions and domestic subsidies.
Scanfeld™ is the world’s first remote sensing solution for fully automated early-warning gas leak detection for chemical plants. Using FTIR spectroscopy, Scanfeld™ identifies hundreds of different gases in real time from kilometres away. With just a few Scanfeld™ sensor units, large production sites, tank farms, or gas loading areas can be monitored reliably. Gas leaks are quickly detected, and the formation of dangerous gas clouds is monitored, measured, and visualised. René Braun of Grandperspective discusses how the system works and how it is being applied in industry.
Global nitrogen and methanol markets are currently in the grip of a crisis in feedstock prices. Mostly this is about Europe’s dependence on imported natural gas, but – particularly on the methanol side – it has also been exacerbated by high coal prices in China, where heavy rains have led to flooding in Shanxi province, the source of one third of China’s coal. These have followed similar floods in Henan in July, and come at a time when China is facing power rationing due to a lack of electricity supply. The world economy’s long-awaited bounce back from the covid pandemic has also led to a general global surge in energy demand, and consequently higher oil and gas prices.
In China, requirements for methanol to produce olefins, mainly propylene and ethylene, from coal, has driven much of the growth in global methanol demand over the past decade. However, a new wave of ethylene cracker investment may put a stop to new MTO plant building.
China’s private sector Shenghong Petrochemical refining complex is targeting a startup in late November, following the receipt of its first cargo of crude in October. The greenfield refining complex in the eastern Lianyungang petrochemical zone has a capacity of 16 million t/a, including a 320,000 bbl/d crude unit – the largest single stream CDU in China – and a 76,000 bbl/d naphtha reformer. Product capacities include 56,000 bbl/d of gasoline, 41,000 bbl/d of diesel and 32,000 bbl/d of jet fuel. Construction began in mid-2019, delayed from 2018 by late approval of its environmental impact assessment, but has been achieved within two months of the scheduled completion date in spite of the coronavirus pandemic. Shenghong Petrochemical is owned by Eastern Shenghong, a producer of petrochemical products and chemical fibres.
Sulphur is becoming an increasingly important crop nutrient, due to a combination of lower airborne sulphur emissions, the increasing prevalence of high analysis fertilizers, and higher cropping intensities.
Th e past year has seen an extraordinary run-up in sulphur and sulphuric acid prices, the former from a low of around $50-70/t f.o.b. in mid-2020 to more than $100/t higher than that at the end of Q1 2021. Prices then plateaued for much of this year, but they have begun moving inexorably upwards again in the past couple of months, drawn by rapidly rising phosphate prices, and Middle East sulphur rates recently breached price levels not seen since 2012.
Although the number of new sour gas developments has slowed in recent years compared to the large boost of the previous decade, sour gas projects continue to be a major source of new sulphur production.
Lithium-boron miner ioneer Ltd has awarded DuPont Clean Technologies a contract for the license, engineering, and supply of proprietary equipment for a planned sulphuric acid plant at the company’s Rhyolite Ridge project in Nevada. DuPont will work with engineering partner SNC-Lavalin on the plant design, using MECS® sulphuric acid technology for the 3,500 t/d sulphur-burning unit, as well as controls that limit emissions to among the lowest in the world for this type of facility. DuPont will also supply its latest generation MECSSuper GEAR® ™ catalyst and other critical proprietary equipment. The contract is conditional on a final investment decision by the ioneer board of directors.